Retirement plan

FORESIGHT IMAGING, LLC 401K AND PROFIT SHARING PLAN

Name: FORESIGHT IMAGING, LLC - FORESIGHT IMAGING, LLC 401K AND PROFIT SHARING PLAN (2017) Form 5500
Creator: FORESIGHT IMAGING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FORESIGHT IMAGING, LLC 401K AND PROFIT SHARING PLAN, FORESIGHT IMAGING, LLC

FORESIGHT IMAGING, LLCEIN 04-3467312Plan #001PY 2017

1 EXECUTIVE DR STE 201 - CHELMSFORD, MA 018242564978-458-4624foresightimaging.comLinkedIn11-50 employeescomputer hardware

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$3.7M

+20.8% from 2016

Total participants

+15.8% from 2016

Average account balance

$90,242

+11.9% from 2016

Annual return

10.14%

-0.49 pp from 2016

Benchmarks

See 14,968 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,968 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.10M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$178K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$566K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.31%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$7979

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$6K

$136 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.162%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,242

$67,602+33.5%

$82,312+9.6%

$70,126+28.7%

Participation rate

93.2%

72.8%+20.4pp

76.9%+16.3pp

69.5%+23.6pp

Annual return

10.14%

21.57%-11.4pp

25.88%-15.7pp

73.15%-63.0pp

Employer contribution / active EE

$2,665

$1,755+51.9%

$2,428+9.7%

$2,343+13.8%

Participant deferral / active EE

$4,742

$2,987+58.8%

$3,706+28.0%

$3,332+42.3%

Admin fee / account holder

$146

$4,512-96.8%

$5,608-97.4%

$4,645-96.8%

FORESIGHT IMAGING, LLC 401K AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FORESIGHT IMAGING, LLC 401K AND PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion